Difference between revisions of "Link to Existing Item"

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This section provides instructions for linking item records of different types by using the Reconcile without Map button to select items from a list and by using the Reconcile on the Map button to locate items on the map.
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{{Note | To do Data Entry and/or Submit/Approve Data Entry Forms, your {{IMSMANG}} user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. ''Data Entry Form'' and ''Link''. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}
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{{HowTo's
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|[[Use the Pick Linking Item Window|Use the Pick Linking Item Window]]
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To link an item to another item:
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}}
 
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To link an item record to another item record without using the map:
 
 
<ol>
 
<ol>
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<li>From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.</li>
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<li>From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
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[[Image:Recon tab.png|600px|center]]
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<div align="center">
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'' Reconciliation Tab''
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</div></li>
 
<li>Click the [[Image:ReconItemRecIcon.png]] button.</li>
 
<li>Click the [[Image:ReconItemRecIcon.png]] button.</li>
 
<li>Select the '''Link to Existing Item''' option.</li>
 
<li>Select the '''Link to Existing Item''' option.</li>
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<li>Click the '''OK''' button.
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[[Image:Recon options3.png|500px|center]]
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<div align="center">
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'' Reconciliation Options''
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</div></li>
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<li>The Pick Object Type window displays.</li>
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<li>Select the type of the existing item record from the Type of Object to Link to drop-down menu.
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[[Image:Pick Object Type.png|500px|center]]
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<div align="center">
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'' Pick Object Type Window''
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</div>
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{{Note | Item are '''not''' normally ''Linked'' to Locations.}}</li>
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<li>The Pick Item window displays. The table is not populated with any rows until you have applied a [[Filter Lists| filter]].</li>
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<li>Click the row for the item record that you would like to Link to.
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You may check if it is the right item to link to by opening the Summary window of the item by clicking on the [[Image:FieldViewIcon.png]] button. </li>
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<li>Click the '''Assign''' button.
 
<li>Click the '''OK''' button.</li>
 
<li>Click the '''OK''' button.</li>
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:The Pick Object Type window displays.
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[[Image:fig61.png|center|500px|''Pick Item Window'']]
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<li>Select the type of the existing item record from the Type of Object to Link to drop-down menu.</li>
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<div align="center">''Pick Item Window''
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</div></li>
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<li>The Link Items window displays.
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<li>If it is appropriate to verify that it is the correct existing item that you are linking to by using map preview, click the [[Image:ShadesIcon.png]] button to activate the Map preview.
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[[Image:Link Items Window.png|600px|center]]
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<div align="center">
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'' Link Items Window''
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</div>
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{{New_6.0 | More functions have been added to the Preview window. It amongst other things possible to add labels. It is also possible to change the order of the themes.}}</li>
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<li>Click the '''OK''' button.</li>
 
<li>Click the '''OK''' button.</li>
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:The Pick <''Item''> window displays.
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<li>The Reconciliation Tab in the Data Entry Form is updated.
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<li>Click the row for the item record that you would like to reconcile.</li>
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[[Image:Recon tab Link.png|600px|center]]
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<li>Click the '''Assign''' button.</li>  
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<div align="center">
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:The Define Association window displays.
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'' Reconciliation Tab Link Action''
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<li>If desired, click the [[Image:ShadesIcon.png]] button to view the item record on the map.</li>
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</div></li>
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<li>Do one of the following:</li>
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<li>Repeat the above steps to Link to another existing item.</li>
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*Select the '''Replace Existing Item with Data Entry Form Item''' option to completely replace all information on the existing item record with the information on the item record being reconciled.
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<li>Save, Submit or Approve the Data Entry Form.</li></ol>
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*Select the '''Combine Existing Item with Data Entry Form Item''' option to replace only certain attributes of the existing item record with those of the item record being reconciled.
 
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*Select the '''Link Existing Item with Data Entry Form Item''' option to associate item records of different types.
 
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</ol>
 
  
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{{note| If you are reconciling an item record with an item record of a different type, only the Link Existing Item with Data Entry Form Item option is available to select.}}
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{{Note | If you would like to remove the link '''before''' you have approved, select the row and click the [[Image:uAIBtn01.png | Unlink]] button.}}
  
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<ol start="11">
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For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].  
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<li>Click the '''OK''' button.</li>
 
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</ol>
 
  
 
{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
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[[Category:NAA]]

Latest revision as of 12:40, 14 June 2019

Note.jpg To do Data Entry and/or Submit/Approve Data Entry Forms, your IMSMANG user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. Data Entry Form and Link. Contact your IMSMANG Administrator if you have questions on permissions.

To link an item to another item:

  1. From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
    Recon tab.png

    Reconciliation Tab

  2. Click the ReconItemRecIcon.png button.
  3. Select the Link to Existing Item option.
  4. Click the OK button.
    Recon options3.png

    Reconciliation Options

  5. The Pick Object Type window displays.
  6. Select the type of the existing item record from the Type of Object to Link to drop-down menu.
    Pick Object Type.png

    Pick Object Type Window

    Note.jpg Item are not normally Linked to Locations.
  7. The Pick Item window displays. The table is not populated with any rows until you have applied a filter.
  8. Click the row for the item record that you would like to Link to. You may check if it is the right item to link to by opening the Summary window of the item by clicking on the FieldViewIcon.png button.
  9. Click the Assign button.
  10. Click the OK button.
    11. Pick Item Window
    Pick Item Window
  11. The Link Items window displays.
  12. If it is appropriate to verify that it is the correct existing item that you are linking to by using map preview, click the ShadesIcon.png button to activate the Map preview.
    Link Items Window.png

    Link Items Window

    New 6.0.png More functions have been added to the Preview window. It amongst other things possible to add labels. It is also possible to change the order of the themes.
  13. Click the OK button.
  14. The Reconciliation Tab in the Data Entry Form is updated.
    Recon tab Link.png

    Reconciliation Tab Link Action

  15. Repeat the above steps to Link to another existing item.
  16. Save, Submit or Approve the Data Entry Form.
Note.jpg If you would like to remove the link before you have approved, select the row and click the Unlink button.

For more information on how to do data entry, see Use the Data Entry Form Editor Window.

Reconciling and Approving Data in IMSMANG
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